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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.64 | 2.65 | 0.01 |
Stocks | 34.68 | 34.68 | 0.00 |
Bonds | 57.21 | 57.21 | 0.00 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.85 | 0.85 | 0.00 |
Other | 4.55 | 4.90 | 0.35 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.01 | 16.91 |
Price to Book | 2.75 | 2.58 |
Price to Sales | 1.74 | 1.84 |
Price to Cash Flow | 11.09 | 10.94 |
Dividend Yield | 2.05 | 2.49 |
5 Years Earnings Growth | 11.90 | 10.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.83 | 19.52 |
Financial Services | 14.23 | 15.25 |
Consumer Cyclical | 12.45 | 8.86 |
Healthcare | 12.44 | 12.35 |
Industrials | 11.04 | 11.02 |
Communication Services | 5.85 | 6.31 |
Energy | 5.49 | 5.77 |
Consumer Defensive | 5.09 | 7.26 |
Basic Materials | 4.27 | 4.02 |
Utilities | 2.22 | 3.81 |
Real Estate | 2.09 | 6.76 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TIAA-CREF Core Bond W | - | 21.04 | - | - | |
TIAA-CREF Core Plus Bond W | - | 13.04 | - | - | |
TIAA-CREF Inflation Link Bd W | - | 10.05 | - | - | |
TIAA-CREF Short-Term Bond W | - | 10.02 | - | - | |
TIAA-CREF International Eq W | - | 5.36 | - | - | |
Tiaa Cref Real Property Fnd Lp | - | 4.86 | - | - | |
Nuveen Growth Opportunities ETF | - | 3.98 | - | - | |
TIAA-CREF Large-Cap Growth W | - | 3.91 | - | - | |
TIAA-CREF Growth & Income W | - | 3.33 | - | - | |
Nuveen Dividend Growth R6 | - | 3.32 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA CREF Lifecycle Index Retiremei | 653.56M | 7.62 | 1.57 | 5.10 | ||
TIAA-CREF Lifecycle Retire Income I | 152.35M | 7.47 | 1.51 | 5.09 | ||
TIAA-CREF Lifecycle Retire Income R | 126.96M | 7.28 | 1.29 | 4.84 | ||
TIAA CREF Lifecycle Index Retiremer | 37.12M | 1.29 | 1.39 | 4.60 | ||
TIAA CREF Lifecycle Retirement Inco | 8.29M | 1.57 | 1.52 | 4.58 |
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